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U.S. Building Products Industry Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies52
  • 7D3.8%
  • 3M8.5%
  • 1Y19.7%
  • YTDn/a

The Building Products is pretty flat in the last 7 days, but Trane Technologies has stood out, gaining 3.6%. The past year has been better, since the industry has gained 25% in that time. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Apr 2026US$378.7bUS$158.6bUS$11.8b20.4x32.1x2.4x
Sat, 07 Mar 2026US$401.7bUS$158.6bUS$11.9b21.3x33.7x2.5x
Mon, 02 Feb 2026US$391.0bUS$163.8bUS$11.5b20.8x33.9x2.4x
Wed, 31 Dec 2025US$372.9bUS$163.6bUS$11.6b19.2x32.3x2.3x
Fri, 28 Nov 2025US$369.6bUS$160.9bUS$11.1b18.9x33.4x2.3x
Sun, 26 Oct 2025US$387.9bUS$161.0bUS$12.6b19.8x30.8x2.4x
Tue, 23 Sep 2025US$388.5bUS$160.9bUS$12.5b22.6x31x2.4x
Thu, 21 Aug 2025US$402.8bUS$160.7bUS$12.9b22.8x31.3x2.5x
Sat, 19 Jul 2025US$411.8bUS$162.0bUS$14.1b21.1x29.3x2.5x
Mon, 16 Jun 2025US$388.5bUS$163.5bUS$14.0b21.1x27.7x2.4x
Wed, 14 May 2025US$400.4bUS$163.4bUS$14.0b22.5x28.5x2.5x
Fri, 11 Apr 2025US$348.5bUS$162.6bUS$13.4b18.5x26x2.1x
Sun, 09 Mar 2025US$365.0bUS$162.5bUS$13.4b19.2x27.2x2.2x
Tue, 04 Feb 2025US$389.2bUS$164.2bUS$14.5b19.8x26.9x2.4x
Thu, 02 Jan 2025US$387.2bUS$163.6bUS$14.3b21x27x2.4x
Sat, 30 Nov 2024US$437.7bUS$162.3bUS$14.3b22.4x30.6x2.7x
Mon, 28 Oct 2024US$410.9bUS$165.6bUS$14.7b22x27.9x2.5x
Wed, 25 Sep 2024US$421.4bUS$164.3bUS$16.4b22.2x25.6x2.6x
Fri, 23 Aug 2024US$384.9bUS$164.4bUS$16.4b20.9x23.4x2.3x
Sun, 21 Jul 2024US$378.3bUS$162.7bUS$14.2b22x26.6x2.3x
Tue, 18 Jun 2024US$369.8bUS$162.7bUS$14.3b20.5x25.9x2.3x
Thu, 16 May 2024US$381.0bUS$166.5bUS$14.5b21.7x26.3x2.3x
Sat, 13 Apr 2024US$366.1bUS$165.2bUS$14.7b22.9x24.9x2.2x
Mon, 11 Mar 2024US$364.6bUS$166.7bUS$14.8b23x24.6x2.2x
Wed, 07 Feb 2024US$333.9bUS$169.3bUS$14.7b20.3x22.7x2x
Fri, 05 Jan 2024US$324.8bUS$175.3bUS$14.8b20.1x21.9x1.9x
Sun, 03 Dec 2023US$304.3bUS$175.2bUS$15.0b17.5x20.3x1.7x
Tue, 31 Oct 2023US$261.0bUS$176.9bUS$14.3b16.4x18.3x1.5x
Thu, 28 Sep 2023US$271.8bUS$171.9bUS$14.8b16.9x18.3x1.6x
Sat, 26 Aug 2023US$280.7bUS$171.9bUS$14.8b17.2x19x1.6x
Mon, 24 Jul 2023US$290.4bUS$174.1bUS$15.2b16.6x19.1x1.7x
Wed, 21 Jun 2023US$270.5bUS$174.0bUS$15.2b15.7x17.8x1.6x
Fri, 19 May 2023US$253.7bUS$174.0bUS$15.2b14.8x16.7x1.5x
Sun, 16 Apr 2023US$240.5bUS$175.5bUS$16.7b13.1x14.4x1.4x
Price to Earnings Ratio

14.4x


Total Market Cap: US$240.5bTotal Earnings: US$16.7bTotal Revenue: US$175.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 25.7x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.2x which is higher than its 3-year average PE of 25.7x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market2.97%
Industrials3.75%
Building3.78%
Building Products3.78%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TT Trane TechnologiesUS$449.475.0%
+US$4.7b		31.1%PE33.7x
JCI Johnson Controls InternationalUS$139.003.2%
+US$2.6b		76.3%PE44.5x
CARR Carrier GlobalUS$58.292.4%
+US$1.2b		-4.1%PE33.5x
WMS Advanced Drainage SystemsUS$147.427.6%
+US$811.7m		35.6%PE24.4x
MOD Modine ManufacturingUS$234.845.3%
+US$625.9m		181.0%PE126.6x

Latest News

TT
US$449.47
Trane Technologies
7D
5.0%
1Y
31.1%
LII
US$478.08
Lennox International
7D
2.8%
1Y
-14.8%
JELD
US$1.00
JELD-WEN Holding
7D
-14.5%
1Y
-81.5%

JELD: Forward P/E Will Guide Bullish View On 2026 Outlook

Analysts have lowered their price target on JELD-WEN Holding to $3.25 from $3.75, reflecting revised views on the company’s outlook and risk profile. Analyst Commentary Bearish analysts are signaling a more cautious stance on JELD-WEN Holding after the recent price target cut to US$3.25 from US$3.75, while maintaining a Neutral rating.
JCI
US$139.00
Johnson Controls International
7D
3.2%
1Y
76.3%

JCI: HVAC Supercycle Reliance Will Challenge Shares If Data Center Cooling Shifts

Analysts have modestly raised the blended price target and fair value estimate for Johnson Controls, with the fair value moving from $113.27 to $114.40, as they refresh forecasts following recent earnings updates and a series of upward price target revisions across major firms. Analyst Commentary Recent research updates around Johnson Controls cluster around higher price targets and refreshed earnings estimates following the latest results.
BLDR
US$83.09
Builders FirstSource
7D
2.6%
1Y
-33.4%

BLDR: Margin Resilience Will Drive Upside As 2026 Guidance Sets Earnings Floor

Analysts have trimmed their average price targets on Builders FirstSource by a few dollars, with recent cuts toward the $93 to $143 range. These changes reflect more cautious assumptions about 2026 housing starts and near term earnings, even as many still highlight the company's margin resilience and competitive position.
WMS
US$147.42
Advanced Drainage Systems
7D
7.6%
1Y
35.6%

WMS: Buyback Expansion And Earnings Framework Will Support Higher Future P E Multiple

Advanced Drainage Systems' updated analyst price target now sits at $197.20, with recent target increases from several firms generally linked by analysts to consistent assumptions around revenue growth, profit margins and future P/E expectations, despite a slightly higher discount rate. Analyst Commentary Recent Street research on Advanced Drainage Systems clusters around a series of higher price targets, including one move to $197 from $183.
TGEN
US$2.74
Tecogen
7D
-1.4%
1Y
35.0%

AI Data Center Cooling Risks May Dominate Before Long Term Benefits Emerge

Catalysts About Tecogen Tecogen designs and manufactures chillers, cogeneration units and related services for applications such as data centers, buildings and industrial facilities. What are the underlying business or industry changes driving this perspective?
ZWS
US$47.61
Zurn Elkay Water Solutions
7D
5.6%
1Y
57.8%

ZWS: Higher Street Expectations And Buybacks Will Support A More Constructive Outlook

Narrative Update The analyst price target for Zurn Elkay Water Solutions has increased by $4 to $55.33, as analysts point to updated estimates and refreshed views reflected in recent target hikes from several major firms. Analyst Commentary Recent research updates on Zurn Elkay Water Solutions have focused on refreshed price targets from several firms, including Goldman Sachs, as analysts reassess expectations for execution and growth.
CARR
US$58.29
Carrier Global
7D
2.4%
1Y
-4.1%

CARR: Data Center Cooling And AI Tools Will Drive Future Repricing

Analysts have nudged their price targets for Carrier Global slightly higher, with the updated fair value estimate moving by about $0.05 per share as they factor in modestly adjusted growth, margin and P/E assumptions following a series of recent target changes across the Street. Analyst Commentary Recent Street research on Carrier Global highlights a mix of optimism around long term execution and pockets of caution around valuation and near term assumptions.
MOD
US$234.84
Modine Manufacturing
7D
5.3%
1Y
181.0%

MOD: Data Center Cooling Exposure Will Drive Future AI Infrastructure Upside

Analysts have lifted their price target on Modine Manufacturing to $263, pointing to the company’s position as a one stop provider of thermal solutions for data center cooling and refrigeration and their expectations for strong growth in its data center revenue and EBITDA margins. Analyst Commentary Recent research points to a constructive stance on Modine Manufacturing, with several firms adjusting targets higher and one initiating coverage at a price target of $263.
BNC
US$2.63
CEA Industries
7D
-5.4%
1Y
-67.7%
OC
US$112.91
Owens Corning
7D
5.3%
1Y
-20.1%

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts maintained their Owens Corning fair value estimate at $142, making only slight adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E, which fine-tune rather than reshape their overall outlook. What's in the News Owens Corning issued earnings guidance for the fourth quarter of 2026, expecting revenue from continuing operations of about $2.1b to $2.2b (company guidance).
TGLS
US$43.90
Tecnoglass
7D
-2.4%
1Y
-36.9%

TGLS: Share Repurchases And Resilient Margins Will Support Future Returns

Narrative Update on Tecnoglass Analysts have trimmed their aggregate price target on Tecnoglass by $15, from $80 to $65. This reflects updated assumptions for higher aluminum costs and the stronger peso now built into 2026 forecasts, while still indicating what they view as an attractive margin profile at current levels.
APT
US$4.63
Alpha Pro Tech
7D
-2.7%
1Y
5.7%
CAPT
US$0.061
Captivision
7D
-85.0%
1Y
-87.2%